Trust and Estate Tax Manager
$110k - $210kWithum
Job Description Withum's Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes. Their comprehensive understanding of international, US federal, state, and local regulations, alongside our affiliation with HLB International, allows them to develop economical tax strategies anywhere. Services include Business, Individual, State & Local tax, R&D Tax Credit, and International and Private Client services. As a Trust and Estate Tax Manager based at any of our office locations, you will work alongside an integrated team of seasoned CPAs and industry leaders. In this position, you will take a lead role on all aspects of tax engagements, supervise and mentor staff, and build and maintain relationships with clients. How You'll Spend Your Time Reviewing individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors for accuracy. Researching and drafting memorandum involving complex tax matters. Identifying and implementing tax planning opportunities. Handling and resolving tax controversies. Overseeing complete tax research projects for a variety of clients and diverse industries. Managing multiple engagements concurrently with various teams to efficiently meet client deadlines. Conducting constructive discussions with team members on their evaluations and providing counsel accordingly. Serving in professional development programs as an instructor or discussion leader. The kinds of people we want to talk to Bachelor's Degree in Accounting. CPA license, JD or Masters of Science in Taxation is required. At least 5 years of prior experience working in a public accounting tax department, with experience leading multiple engagements and supervising staff. Excellent analytical and technical tax skills. Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships. Ability to manage multiple engagements and competing projects in a rapidly growing, fast‑paced, interactive, results‑based team environment. Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the firm well to client management. Excellent analytical, organizational, project management skills, and strong attention to detail. Ability to travel as needed. The compensation for this position will vary by location. If you reside in California, Maryland, Illinois, Massachusetts, New Jersey, New York City, Washington State, or Rhode Island, please see below. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, and the individual's skills, experience, and qualifications. For additional information on our benefits, visit our website at California ranges: $110,000 - $210,000 annually Illinois ranges: $125,000 - $160,000 annually Maryland ranges: $120,000 - $150,000 annually Massachusetts ranges: $125,000 - $185,000 annually New Jersey ranges: $105,000 - $190,000 annually New York City ranges: $110,000 - $180,000 annually New York State ranges: $110,000 - $180,000 annually Rhode Island ranges: $110,000 - $160,000 annually Washington State ranges: $135,000 - $175,000 annually We will consider for employment qualified applicants with arrest and conviction records pursuant to the San Francisco Fair Chance Ordinance. Positions are remote within the United States except Colorado, Oregon, and New York. WithumSmith+Brown, PC is an equal‑opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law. #J-18808-Ljbffr Withum
$110k - $210k
...You - that’s the Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant team of tax... ...as well as International and Private Client services. As a Trust and Estate Tax Manager based out any of our office locations, you'll work alongside...SuggestedFull timeWork at officeLocal areaRemote work- Withum's Tax Services Group seeks a Trust and Estate Tax Manager to lead tax engagements, supervise staff, and build client relationships. The role collaborates with seasoned CPAs and industry leaders to deliver accurate tax reporting and strategic planning. Ideal candidates...SuggestedRemote job
- ...Job Description Job Description Tax Manager – Estate, Gift & Trust (Top National Firm | Bay Area | Flexible / Remote Potential) A top national CPA advisory firm is seeking a Tax Manager with a specialized focus in Estate, Gift & Trust taxation to join their growing...SuggestedPrivate practiceWork at officeRemote workFlexible hours
$135k - $230k
...Plus!Job Description:Withum’s Tax Services Group is made up of a... ...Client services. This Tax Senior Manager role will be based out of one... ..., fiduciary, gift and estate and other tax returns, ensuring... ...and tech executivesServing as a trusted advisor, managing client relationships...SuggestedFull timeLocal area- ...Tax Manager Just one year ago, Moss Adams and Baker Tilly merged to form the #6 public accounting... ...Tilly as a Tax Manager with our Real Estate group, working from NorCal and focusing... ...you serve You can see yourself as a trusted business advisor, working face-to-face...SuggestedLocal area
$206.6k - $281.5k
...Responsibilities Plan, execute, direct, and complete tax and transfer pricing projects in a wide... ...and compliance expertise to clients; and manage to budget.Manage, direct, and monitor... ...teams to create an atmosphere of trust; seeking diverse views to encourage improvement...Full timeContract workWork experience placementWork at officeLocal areaFlexible hours- Armanino LLP seeks an experienced Manager to oversee assurance engagements across multiple clients. You will manage engagement work streams... ...and management letters. In this role you will act as a trusted advisor to clients, resolve complex accounting issues, and contribute...Flexible hours
- ...Jennifer Fukumae via email or LinkedIn.Tax Manager | Established RIA Firm| East Bay; 1 day... ...firm is building out its in-house Tax & Estate Planning team to deliver a fully integrated... ...for high-net-worth individuals. Review trust, partnership, and S corporation tax returns...Remote workFlexible hours
$180k - $236.2k
...tools; you possess an innate curiosity, treating AI as a high-trust collaborator that is core to how you solve problems and accelerate... ...help redefine the future of how work gets done.As the Senior Tax Manager, you will be a strategic tax compliance expert within Snowflake...Immediate start$130k - $140k
Walnut Creek, California (hybrid)Actively seeking a High Net Worth Individual Tax Manager (including Gift, Trust and Estate) with either a CPA and experience with Lacerte or similar tax software.ALSO open to considering Experienced Staff/Seniors (prep and review) with advisory...Full timeTemporary workWork at officeLocal areaFlexible hours$135k - $250k
...Plus You - that’s the Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant team of tax specialists... ...well as International and Private Client services This Senior Manager role will be based out of our any of our California, Chicago, Houston...Full timeWork at officeLocal area$140k - $180k
Tax Manager Our client, a professional services firm, is seeking an experienced Tax Manager to join its growing team.Location: Oakland,... ...tax guidance, mentor developing professionals, and serve as a trusted advisor to a diverse portfolio of clients. The ideal candidate...Work at officeLocal area3 days per week$145k - $185k
...individuals, family offices, and real estate investors and developers. With... ..., we pride ourselves on being trusted advisors to our clients, helping them navigate complex tax landscapes and build long-term... ...motivated and experienced Tax Manager to join our growing team. This...- ...Aardvark Tax Advisors is an AI-native tax, accounting, and advisory firm that combines... .... We’re looking for a Senior Tax Manager to own complex engagements, lead a team... ..., partnerships, individuals, trusts, and estates across federal, state, and local jurisdictions...Work at officeLocal area
$105k - $190k
...Description Withum's Exempt Organizations Tax Services Group is a team of tax... ...Client services. As an Employee Benefits Tax Manager, you will be based in Maryland, New Jersey... ...0 and 990‑T (including for Large Pension Trusts with Unrelated Business Income Tax and VEBA...Local areaWorldwide- ...About the job Tax Director About the Role: We are seeking an experienced... ...high net worth individuals, families, trusts, estates, gift taxation, and closely held... ...services, technical review, engagement management, and team development while partnering...Private practiceLocal area
- ...provided closely held businesses, high net worth individuals, and trusts and estates in Northern California with a full range of accounting... ...Job Details We are currently seeking experienced Tax Managers with significant expertise preparing and reviewing income tax...Local area
- ...significant client responsibility as client's trusted advisor, is relied upon for knowledge of industry... ...solution options to client and team Manage staff on engagement deliverables (such as financial statements, tax returns, workpapers, etc.); complete technical...
- ...Role: We are seeking an experienced Tax Director to join our Private Client... ...high net worth individuals, families, trusts, estates, and closely held businesses. This leadership... ..., client advisory services, engagement management, and team development while partnering...Private practiceWork at officeLocal area
- ...hands-on involvement in reviewing tax returns and working directly... ...the ability to build strong, trusted relationships with clients.... ...and venture capital firms, real estate funds, private foundations, and... ..., partners, and clients Manage, supervise, and mentor staff,...Work at office
$175k
...Job Description Job Description Tax Manager / Senior Tax Manager Hybrid | 3 Days In-Office | San Francisco Bay Area... ...Worth Individual Tax Focus Complex individual returns Estate, gift, and trust exposure Advisory and planning for affluent clients...Work at officeFlexible hours3 days per week- ...in Walnut Creek specializing in tax and consulting services for a variety... .... Our clients include real estate opportunity funds, real estate investment trusts, homebuilders, technology companies... ...a typical CPA firm. As a Tax Manager/Sr Manager you will be responsible...Full timeCasual workWork at officeWork from homeMonday to FridayFlexible hours
$55 - $70 per hour
...Shining Star Consulting is seeking a Nonprofit Tax Manager to support our nonprofit clients with Federal Form 990 and various State compliance... ...relationships with client leadership to position SSC as a trusted, long-term partner. Maintain a high level of engagement...Hourly payFull timeTemporary workPart timeRemote workFlexible hours$200k - $275k
...that focuses on complex business tax. We believe that putting your... .... If you are a Senior Tax Manager looking for a clear path to Partner... .... Responsibilities Serve as a trusted advisor to owners of complex... ..., distribution, real estate, construction, agriculture, and...Local areaRelocationRelocation package$98.5k - $164k
...big career move with Aprio.Join Aprio's Tax team and you will help clients maximize their... ...strong and client-focused Tax Manager focused on Individual Tax. This role is ideal... ...strategic mindset to support individuals, simple trusts, and closely held businesses. The ideal...Full timeWork at officeLocal areaRemote workFlexible hours$200k
...Job Description Job Description Tax Manager / Senior Tax Manager (Hybrid) Leading Mid-Size CPA Firm Alameda County, California... ...specialized tax practices, including: High Net Worth / Estate & Trust Focus HNW individual taxation (1040s) Trust, gift, and...Work at officeFlexible hours$142.5k - $180k
...Padres, the Colorado Rockies Baseball Club, and Cal Athletics, trust Dialpad. Dialpad is backed by Andreessen Horowitz, GV, ICONIQ Capital... ...Optimistic, Persistent, and Empathetic . Your role As a Manager, Accounts Payable and Expense, you’ll own full cycle AP and T&E...Full timeWork at office$117.8k - $158.4k
...people, willing to listen to your ideas.The Manager is responsible for the management of the... ...client profitability. Develop into a trusted advisor by being the primary point of contact... ...LLC and its subsidiary entities provide tax, advisory, and business consulting...Full timeContract workWork at officeLocal areaFlexible hours- Withum's Exempt Organizations Tax Services Group seeks an Employee Benefits Tax Manager based in San Ramon or another preferred U.S. location. You will focus on federal and state compliance for multi‑employer and single‑employer plans, lead tax engagements, supervise staff...
- Armanino Advisory LLC in California seeks a senior real estate valuation professional to manage and deliver engagements for financial reporting, tax compliance, and transaction support. You will supervise analysts, review analyses, and maintain client relationships. The...Flexible hours
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